Import PDF's to Quote

Feature Request
1

It would greatly improve the versatility of the built in Quotes portion if we could have the ability to import a PDF. We are a construction company and use Excel–as many industries do-- to build out our pricing so simply using set priced priced products does not apply to us.

Also, because we are legally obligated to provide a pretty robust set of Terms and Conditions with all proposals–which is more characters than the SalesMate T&C section will hold–this PDF import would keep the desired quote format and better cover us from a legality standpoint.

I really like the potential that the Quotes section has. However with the way it is currently set up, creating visually appealing templates is difficult, building out dynamic pricing with a pricing matrix is not possible and the T&C portion is limited so providing users with the ability to import our currently generated quotes as a PDF and send them through SalesMates tracking abilities would be very helpful!

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2

Thanks for sharing this — you’ve highlighted some valid points. Supporting PDF import in Quotes would definitely help teams that rely on Excel-based pricing or need to attach long, legally required T&Cs.

It’s a good idea, and our team will surely think about it.

One quick question: would you prefer having the ability to use dynamic variables/merge fields inside the PDF as well, or is your goal simply to upload a static PDF and send it with tracking features enabled?

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